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How to Set Up Automation with Zapier
How to Set Up Automation with Zapier

A Comprehensive Guide on how to set-up the automatization between Dripify and CRM like Salesforce, Hubspot and many more.

Joanna B. avatar
Written by Joanna B.
Updated over a week ago

Automation can significantly streamline your workflows and boost productivity. If you're new to Zapier, this guide will walk you through the process of setting up your first automation, or "Zap," to ensure you get the most out of this powerful tool.

Step 1: Visit Zapier's Website

To get started, open your web browser and go to Zapier's website. Zapier offers a 14-day free trial, so you can explore all the features without any initial commitment. During the trial, you are given 1000 tasks - successful actions that a Zap performs.

Step 2: Sign Up

Sign up for an account using your Google credentials or an email address. This quick and easy process gives you access to the full range of Zapier’s capabilities during the trial period.

Step 3: Create a New Zap

Once you're on the Dashboard, click on the 'Create' button and select Zaps.' This will initiate the process of creating your automated workflow.

Step 4: Set Up the First Action - Webhook by Zapier

For your first action, choose 'Webhook by Zapier'. In the webhook event, select 'Catch Hook.' This setup allows Zapier to receive data from other apps.

Step 5: Copy the Webhook URL

Navigate to the 'Test' tab and copy the URL displayed there. This URL is crucial as it will be used to send data to Zapier. 

Step 6: Test the Webhook

When integrating this link into your Dripify campaign, you can configure the Webhook integration during the campaign setup or after it is already created. Choose when you want to push data, such as after an invite is sent, a message is sent, or after a reply. Enter the URL from the Zapier 'Test' tab into the appropriate field. If you see a green checkmark after clicking 'Test', it means the webhook is working correctly.

Click on 'Test' to ensure Zapier can pull data properly. After testing, decide where you want your data to be sent. Options include CRM systems, Slack, Google Sheets, and many more. 

Step 7: Configure the Second Step

The next step follows a similar process. Select the action you want Zapier to perform and connect the relevant account, such as a CRM, Google Sheets, or another application. Ensure each tab has a green checkmark, indicating everything is functioning properly. If you encounter any issues, use the troubleshooting tab for guidance on resolving them.

Step 8: Publish Your Zap

After verifying that all settings are correct and functional, click on the "Publish" button to make your Zap live. Your automation is now active and ready to streamline your tasks.

If you run into any problems with the webhook, Zapier’s support and troubleshooting resources are available to assist you. In case you'll face any difficulties with Dripify, our support team will be happy to help you via email or chat. Happy automating!

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